Our Process

 

 

Service Agreement

The key to best serving clients is to stay informed of the most current technology and market trends, and we prioritize our dedication to continuously building on our intellectual foundation.  We constantly cultivate our skills and grow our expertise through continuing education and active participation in professional organizations.  We adhere to the CFP® Code of Ethics.

It is important that we form a relationship with our clients built around trust.  If that is lost, our relationship will be evaluated.  At a minimum, our clients can expect the following services:

  • Our process clarifies your goals and identifies opportunities and risks so that financial plans meet your unique wealth accumulation goals.
  • We guide you through the overwhelming process of creating a financial blueprint and help keep you on track every step of the way.
  • Together we will agree on a review schedule ranging from annually to quarterly. This review will include status and goal updates, portfolio and asset allocation review, performance review, and any recommendations as needed.
  • On an ongoing basis, we will monitor your strategy and communicate with you based on your comfort level.
  • We ask that you introduce us to your other trusted advisors, such as your CPA and Attorney; so that we may coordinate to help you better achieve your goals.
  • You may be given access to our Wealth Management system, where you can aggregate all of your accounts in one place, view account balance 24/7 online, and electronically file important documents.

 

FINANCIAL PLANNING

We offer an objective, fee-based approach to financial planning. The solutions we recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to plan on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of your goals.

INVESTMENT ADVISORY SERVICES

Under our RIA platform with Eagle Strategies, LLC we utilize a fee-based "assets under management" approach. This helps to ensure that our interests are always aligned with yoursto protect and grow your investments.